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From Arita's Desk |
June 2013 |
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Time Matters Mobility Now Includes Document Records The new Documents option let
you: -
View a list of documents
in Time Matters -
Search for a certain
document in Time Matters -
View the Time Matters
document record details -
Email one or more
documents Billing Services
Available Need help getting your bills done?
Check out our Bills Out Legal
Billing Service. Important
Notice for Time Matters and Billing Matters Users on Microsoft Office 2003 Service Pack 2 for Time Matters / Billing Matters
12 is expected soon. This release will
not support Microsoft Office 2003 and Exchange Server 2003. Do not install Service Release 2 if you are
using Office and Exchange 2003. ActionStep Launches New Interface Cloud-based practice management
vendor ActionStep has updated the look of the product
with a new matter panel navigation buttons and improved menu structure. The sample below shows the header
containing an easy-to-add client photo and matter description, a drop-down
bar that lists related matters, the Steps bar with the current step
underlined and future steps grayed and buttons that move you to these panels
of the matter form: Home (Overview), Parties, Steps, File Notes, Tasks,
Email, Alerts, Documents, Reports, Billing and Accounting, and custom data
entry forms. Want to learn more about ActionStep?
Click here to view a video
describing ActionStep, and call or email me to schedule a personalized
demo. Billing Matters Accounting Sunsets Soon If you are using
the accounting option in Billing
Matters, you have just a few months before this product sunsets. The Accounting menu will show if you have
activated the Billing Matters Accounting features. The sunset will occur with
the release of Time Matters/Billing Matters 13. This means you should not
upgrade to this version until you have transitioned the accounting portion of
Billing Matters to another product, because accounting will be gone in
version 2013. I recommend transitioning to QuickBooks using the Billing
Matters/QuickBooks link. Click here
to read the LexisNexis white paper on the Billing Matters Accounting sunset,
and contact me for help with this transition. To clarify, the accounting
features are Check-writing, Check Registers, Bank Reconciliation, General
Ledger and Accounts Payable. If you are not using these, this announcement
does not apply to you. Please call me if
you have any questions. |
What’s
New in Timeslips 2014? Timeslips 2014 is scheduled for release
this month. New functionality in this version includes: - Automatic Time
Capture. Timeslips can now monitor the
activity of the various windows and applications you’re running and keep
track of the time that each window is active. TimeCapture keeps track of the
time spent on individual documents within applications like Microsoft Word,
web sites opened in your browser, and all other desktop activity. This
feature replaces the TSTimer application. Functions of the TSTimer are now
included in the new TimeCapture application. - Timeslips
Calendar (added in version 2013) now syncs with Google calendar. - TAL Pro, the
Timeslips connection to QuickBooks, has been enhanced and includes among
other improvements, a “ready to post” dialog that presents the transactions
to be posted to QuickBooks. Here is
the Summary tab of that dialog: - No more CD’s. This upgrade is available by download only. Click here to see a list of new
features added in prior versions of Timeslips. Time
Matters Price Increase Your
Time Matters Questions Answered In this new column I will answer the
questions most often asked about Time Matters. The first concern integration with Outlook. Q. How do I re- establish the Time Matters
link with Outlook? A. In Outlook, select File > Options >
Add-Ins and at the bottom of this window set Manage to Disabled Items. Help
> Disabled Items and click Go. (For earlier versions of Outlook use Help
> Disabled Items.) Look for LexisNexis Practice Management integration. If it’s there, highlight it and click
Enable. If LexisNexis Practice Management is
enabled, and you still can’t link... - Exit Time
Matters, Outlook and all other MS Office Applications. - Right-click your
Time Matters icon and pick Run as Administrator. - In Time Matters,
go to File > Setup > General > Workstation Level. - Click Additional
Program Setup. - Uncheck Outlook
and TMConnect transfers regarding information to
Outlook and click OK. - Open File >
Setup > General > Workstation Level again. Outlook should be checked. Also check TMConnect transfers regarding information to Outlook. - Open Outlook. Q. Outlook is not
prompting me to save outgoing emails to Time Matters. How do I turn on that option? A. In Outlook
select File > Options > Add-Ins. - Highlight LexisNexis
Practice management Integration. - Click the Add-in
Options button. - Check Prompt to
Connect when Sending an Email. |
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Copyright
© 2013 A.B. SIMS, LLC Phone:
206-396-6390
For back issues go to www.absims.com |
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